Visual reporting and embedded analytics

Make better decisions with shared dashboards.

Connect your databases and files, build reports together, and explore the numbers behind every chart. Share interactive dashboards with your team and customers, or export the view they need.

Preparing secure sign-inThe product overview stays available while Clerk initializes.

ILLUSTRATIVE WORKSPACEExecutive revenue pulse

Example

Revenue$2.48M+12.4%

Orders18,420+8.1%

Margin42.8%+2.6%

Revenue trendLast 12 months

5 sourcesConnected

Model checkedRelationships verified

Connect the tools already holding your data

PostgreSQLMySQLMariaDBSQL ServerCSV · TXTXLS · XLSX

Inside SwitchLens

See your data become a shared dashboard.

Explore the report editor, dashboard library, and embedded experience. These product previews use sample data.

01 · Build

A visual report editor that keeps your data in reach.

Choose fields, set chart roles, and see the result as you work. Arrange charts, tables, and KPIs into a dashboard your audience can follow.

Drag fields or start with the chart wizard
Refine filters, formatting, and layout
Recover drafts and review conflicting edits

Explore report building

SwitchLens report editor showing data fields, chart controls, and a revenue chart built from sample data — Report Studio · Sample data · Open image for a closer look

02 · Explore

Ask the next question without rebuilding the report.

Explore dashboard results, compare periods, and keep useful analysis as a saved view. Export the layout when your audience needs a snapshot.

Sample SwitchLens dashboard with revenue charts and interactive analysis controls — Report library · Sample data · Open image for a closer look

03 · Share

Give customers an interactive view inside your app.

Publish the report, set the audience, and embed a dashboard where your customers already work. Connect your app's filters with the dashboard SDK.

A published SwitchLens dashboard embedded in an example customer portal with sample data — Embedded dashboard · Example host and sample data

One reporting workflow

Connect databases and build reports visually.

Bring databases and spreadsheets into one reporting workflow. Model relationships, build interactive charts, and control what your team and customers can see.

One definitive source catalog

Own a source in a personal account or workspace, then assign the same canonical source to several workspaces without cloning credentials.

Executable visual models

Inspect fields, curate labels, and draw multi-column relationships that the query planner actually uses.

Drag-and-drop authoring

Build tables, charts, KPIs, and dashboards with a visual editor and chart wizard. Undo changes and recover unsaved drafts as you work.

Custom SQL for richer answers

Turn a validated read-only query into a reusable source for tables, aggregate charts, and KPIs. Edit the query as your analysis evolves.

Refresh on purpose

Leave static files on Never, refresh manually, or use eligible 4-, 12-, or 24-hour schedules. Business plans can fetch same-schema SFTP files up to 10 MiB.

Workspaces made for teams

Invite colleagues with expiring links and assign User, Power, or Admin roles. Compare conflicting edits before replacing work and review administrator audit history.

Explore, reuse, and share

Keep every answer ready for the next question.

The Report library brings exploration, saved analysis, publishing, and exports together, with the dashboard layout you built in Studio.

Explore beyond the chart

Filter dashboards, inspect underlying records, sort and page through results, and build pivots. Reuse metrics, compare periods, and follow trends with rolling averages.

Save your next starting point

Keep personal or shared views with links, defaults, and your latest selection. Calendar and fiscal date ranges move with time, so recurring analysis stays relevant.

Publish with a history

Publish report versions, preview earlier definitions, and restore a previous version. Duplicate reports or turn them into workspace templates, then see how dashboards are used.

Share the layout you built

Download dashboard PDF and PNG snapshots with your layout and current table page. Export complete permitted results to Excel or data PDFs within export limits.

Keep source changes manageable

Preview schema changes and map renamed columns while preserving report connections. Review source history and restore retained files or source definitions.

Prepare reports for delivery

Choose schedules in your timezone, threshold alerts, and report attachments. Edit or pause subscriptions and review delivery history.

Email delivery is not active yet. You can prepare paused schedules now; report downloads and copyable invitation links are available.

How it works

A governed answer in four moves.

01
Connect
Select the schemas, tables, sheets, or files that belong in the source.
02
Model
Make types, labels, keys, and relationship paths understandable.
03
Build
Drag fields into a visual or use the chart wizard to get a useful starting point.
04
Share
Publish a report version, embed a visual or dashboard, or download an export for your audience.

Controlled embedding

Bring interactive dashboards into your product.

Embed an individual visualization or a complete published dashboard. Individual visuals let viewers search, filter, sort, reset, and refresh the results they can access.

Dashboard embeds add approved websites, customer-specific rows and columns, branding, and access you can expire or revoke. Connect your app with the dashboard SDK for filters and automatic resizing.

Available to meAny authenticated userSpecified verified usersVerified-email domains and wildcardsWorkspace membersPublic bearer link

Audience modes and quantities vary by plan. Public links can be viewed by anyone who obtains them; choose the audience that fits the data you share.

Embed settingsRevenue by region

<iframe src="https://switchlens.app/embed/…">Copy

Security without theater

Practical controls you can reason about.

No badge wall and no unsupported certification claims—just clear boundaries around identities, credentials, queries, files, and sharing.

Account and workspace boundaries

Tenant-scoped records and explicit User, Power, and Admin roles limit who can manage data and publish content.

Protected connection material

Connector credentials are encrypted before persistence and are not returned in normal browser workspace payloads.

Bounded execution

Uploads, discovery, query shape, cached results, and read-only custom SQL are constrained rather than treated as unlimited compute.

Security controls reduce risk; they do not guarantee uninterrupted service or make SwitchLens suitable for every regulated workload. Review the Privacy Policy before connecting sensitive data.

Simple account pricing

Start free. Add team capacity when it earns its keep.

One subscription covers every workspace in the account. Upgrade only when you need more collaboration, automation, or embed controls.

Plan details will appear when the SwitchLens API is available.

Prices are monthly in U.S. dollars. Plan and security limits apply. Prices exclude taxes unless checkout or an order states otherwise. Paid subscriptions are managed through Stripe's hosted billing pages.

Common questions

From connecting data to sharing reports.

A few practical answers about visual reporting, interactive dashboards, and working with your data.

What data sources can I connect to SwitchLens?

Connect PostgreSQL, MySQL, MariaDB, and SQL Server, or upload CSV, TXT, XLS, and XLSX files. Eligible plans also support validated read-only SQL queries as reusable sources for tables, charts, and KPIs.

Can I build reports without writing code?

Yes. Drag fields into tables, charts, KPIs, and dashboards, or use the chart wizard for a starting point. Configure filters, sorting, formatting, and relationships visually. Custom SQL is available when you need it.

Can I embed interactive dashboards in my website or app?

Yes. Embed individual visuals or complete published dashboards. Individual visuals offer search, filters, reset, refresh, and table sorting. Dashboard embeds support approved websites, public or workspace access, and customer sessions with row and column restrictions. Customer sessions connect through your application's server.

Can I save my analysis and export reports?

Save personal or shared views with filters, sorting, comparisons, and pivots. Export complete permitted results to Excel or data PDFs within export limits. Dashboard PDF and PNG snapshots preserve the layout and current table page.

Can SwitchLens email reports and threshold alerts?

Email delivery is not active yet. You can prepare paused subscriptions with timezone schedules, report attachments, and threshold conditions. Report downloads and copyable workspace invitation links are available now.

What happens when my source data or columns change?

Refresh reports to retrieve updated data. Before applying schema changes, preview the differences and map compatible renamed columns to preserve report references. Source history restores retained files and definitions; external database records are managed in your database.